Senior Investment Director

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time
Drive Investment Success as a Senior Leader

Spearhead our private wealth research team by co-ordinating and driving investment research, collaborating with fund managers, research houses and asset consultants to deliver bespoke investment consulting services to ultra-high-net-worth clients.

As part of our expanding Private Wealth team, you'll thrive in a client-centric environment with opportunities for professional growth and development. Enjoy flexible work options that suit your lifestyle while delivering top results for your team and clients.

Key Responsibilities:

  • Oversee the Wealth Investment Committee's research related matters and deliverables, including investment insight reports and thought leadership.
  • Prepare comprehensive reports summarising findings, analyses and recommendations regarding investment funds and asset class reviews.
  • Manage investment committee stakeholder engagement, coordinating fund manager meeting schedules and attending meetings to gather qualitative insights.
  • Engage with external stakeholders, including asset consultants and fund managers.
  • Assist senior team members with due diligence on potential investment opportunities, analysing fund manager reports and evaluating market trends.
  • Contribute to operational investment infrastructure, including platforms, internal research databases and portfolio modelling software.

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